What are the responsibilities and job description for the Financial Analyst position at Swickard Shared Services?
Description
Job Summary: We are seeking a detail-oriented and analytical Financial Analyst to join our team. The successful candidate will be responsible for analyzing financial data, preparing reports, and providing insights to support strategic decision-making.
Responsibilities:
- Financial Analysis: Conduct thorough analysis of financial statements, budgets, and forecasts.
- Reporting: Prepare detailed financial reports, including variance analysis and trend identification.
- Data Management: Maintain and update financial models and databases.
- Budgeting and Forecasting: Assist in the preparation of annual budgets and financial forecasts.
- Market Research: Analyze market trends and economic conditions to inform business strategies.
- Risk Assessment: Identify financial risks and opportunities, providing recommendations for mitigation or capitalizing on opportunities.
- Collaboration: Work closely with other departments to gather necessary information and provide financial insights.
- Compliance: Ensure compliance with financial regulations and standards.
- Other duties as assigned.
Qualifications:
- Demonstrates a high “HQ” (Hospitality Quotient) consisting of kindness & optimism, intellectual curiosity, work ethic, empathy, self-awareness, and integrity
- Education: Bachelor’s degree in Finance, Accounting, Economics, or a related field preferred.
- Experience: 2-5 years of experience in financial analysis or a related field preferred.
- Skills:
- Strong analytical and problem-solving skills.
- Proficiency in financial modeling and data analysis tools (e.g., Excel, SQL).
- Excellent communication and presentation skills.
- Attention to detail and high level of accuracy.
- Ability to work independently and as part of a team.
- Paylocity HRIS experience preferred
- High level of integrity and ability to handle confidential information with discretion.
- Strong understanding of payroll laws, regulations, and best practices.
- Multi-state payroll experience preferred.
Physical Requirements:
- Work Environment: Primarily office-based, requiring prolonged periods of sitting at a desk.
- Computer Use: Frequent use of a computer for data analysis, report generation, and communication.
- Visual Acuity: Must be able to read and interpret data on computer screens and printed materials.
- Manual Dexterity: Ability to use a keyboard, mouse, and other office equipment.
- Mobility: Occasional walking, standing, and reaching within the office environment.
- Communication: Clear verbal and written communication skills are essential for interacting with colleagues and clients.
Benefits of Working at Swickard:
- Career Path – Swickard isn’t just a J-O-B. You’ll learn and grow into different roles and be able to take on new leadership responsibilities.
- Ongoing training and support
- Opportunities for continued personal and professional growth.
- We are an Equal Opportunity Employer and value diversity and inclusion at our company.
Competitive benefits package:
- Insurance: medical, dental, vision, life and pet insurance
- Optional disability coverage
- 401k plan
- Paid Holidays
- PTO
About Us
- We were founded in 2014 by Jeff Swickard in Wilsonville, OR.
- We’re a hospitality company that happens to sell cars, parts, and services.
- We are a team. Everyone plays a role in our success.
- Culture: We want to be our customers’ favorite place to purchase, lease, or service their vehicle and we want to be your favorite place to work!
- Highline Brands: Swickard has positioned itself as a leader in highline brands such as Mercedes Benz, BMW, Volvo, Porsche, Lexus, Audi, Land Rover, and more.
- We are consistently ranked as one of the fastest growing dealership groups in the US by Automotive News.
Most people have a stressful experience buying or servicing their car. It shouldn’t be that way. We’re looking for people as crazy as we are about revolutionizing the car-buying experience and it starts with hospitality. Hospitality isn’t just what we do, it’s who we are. We need exceptionally talented individuals to join our mission and embark on a challenging, rewarding career. Do you have what it takes?
To all recruitment agencies: Swickard does not accept agency resumes. Do not forward resumes to our careers alias or other Swickard employees. Swickard is not responsible for any fees related to unsolicited resumes.